AWM

Accurate Wealth Management Portfolio holdings

AUM $751M
1-Year Est. Return 21.38%
This Quarter Est. Return
1 Year Est. Return
+21.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,590
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$6.63M
3
+$3.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.52M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.04M

Top Sells

1
+$3.99M
2
+$3.73M
3
+$3.63M
4
KO icon
Coca-Cola
KO
+$3.32M
5
HON icon
Honeywell
HON
+$3.28M

Sector Composition

1 Financials 10.78%
2 Technology 10.67%
3 Healthcare 7.89%
4 Industrials 5.64%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$22.1K 0.01%
+190
652
$22.1K 0.01%
+145
653
$22.1K 0.01%
+309
654
$21.9K 0.01%
+9
655
$21.9K 0.01%
+750
656
$21.8K 0.01%
+573
657
$21.8K 0.01%
+115
658
$21.8K 0.01%
+171
659
$21.8K 0.01%
+578
660
$21.7K 0.01%
+276
661
$21.6K 0.01%
+500
662
$21.6K 0.01%
+46
663
$21.5K 0.01%
+230
664
$21.5K 0.01%
+429
665
$21.4K 0.01%
+169
666
$21.3K 0.01%
+251
667
$21.3K 0.01%
+279
668
$21.2K 0.01%
+121
669
$21.2K 0.01%
+246
670
$21.2K 0.01%
+515
671
$21K 0.01%
+88
672
$21K 0.01%
+526
673
$20.9K 0.01%
+91
674
$20.9K 0.01%
+700
675
$20.9K 0.01%
+271
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